Duquesne Family Office LLC
Stanley Druckenmiller · As of Q4 2018 · filed Feb 14, 2019
| MSFT MICROSOFT CORP | 27.2% | Added +31.0% | 4,618,471 | $469.1M |
| AMZN AMAZON.COM INC | 8.6% | Reduced −16.8% | 98,428 | $147.8M |
| CRM SALESFORCE INC | 8.5% | Reduced −30.9% | 1,072,585 | $146.9M |
| TSLA PUT TESLA INC | 5.8% | New | 299,800 | $99.8M |
| ABT ABBOTT LABORATORIES | 5.4% | Added +77.0% | 1,295,700 | $93.7M |
| WDAY WORKDAY INC-CLASS A | 4.9% | Added +17.1% | 525,400 | $83.9M |
| COUPEUR COUPA SOFTWARE INC | 4.1% | Added +707.3% | 1,131,000 | $71.1M |
| ADBE ADOBE INC | 3.9% | Added +12.6% | 301,015 | $68.1M |
| EEM ISHARES MSCI EMERGING MARKET | 3.8% | New | 1,679,700 | $65.6M |
| GILD GILEAD SCIENCES INC | 3.7% | Reduced −30.1% | 1,023,345 | $64.0M |
| ISRG INTUITIVE SURGICAL INC | 3.1% | New | 110,300 | $52.8M |
| ILMN ILLUMINA INC | 2.4% | New | 139,500 | $41.8M |
| PYPL PAYPAL HOLDINGS INC | 2.0% | Reduced −43.8% | 408,535 | $34.4M |
| MDT MEDTRONIC PLC | 2.0% | Held | 372,500 | $33.9M |
| IBB ISHARES BIOTECHNOLOGY ETF | 2.0% | Reduced −66.1% | 350,300 | $33.8M |
| DAL DELTA AIR LINES INC | 1.8% | New | 626,600 | $31.3M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 1.4% | Added +122.5% | 174,400 | $23.9M |
| ACIU AC IMMUNE SA | 1.4% | Held | 2,491,517 | $23.5M |
| MELI MERCADOLIBRE INC | 1.3% | New | 74,016 | $21.7M |
| NFLX NETFLIX INC | 1.0% | Added +1169.4% | 66,010 | $17.7M |
| AAL AMERICAN AIRLINES GROUP INC | 1.0% | New | 524,900 | $16.9M |
| A AGILENT TECHNOLOGIES INC | 0.9% | New | 221,300 | $14.9M |
| NOW SERVICENOW INC | 0.8% | Reduced −57.7% | 82,200 | $14.6M |
| HO1 HOLOGIC INC | 0.8% | New | 336,700 | $13.8M |
| GOOGL ALPHABET INC-CL A | 0.7% | Reduced −94.0% | 11,299 | $11.8M |
| OKTA OKTA INC | 0.6% | New | 173,900 | $11.1M |
| KSS KOHLS CORP | 0.6% | New | 147,500 | $9.8M |
| ADSK AUTODESK INC | 0.2% | Reduced −22.6% | 26,690 | $3.4M |
| ZEN1EUR ZENDESK INC | 0.2% | Reduced −86.1% | 57,600 | $3.4M |
| ABX BARRICK GOLD CORP | 0.1% | New | 149,300 | $2.0M |
| ESTC ELASTIC NV | 0.0% | New | 10,000 | $715K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| C CITIGROUP INC | 667,100 | $47.9M |
| XLE SS ENERGY SELECT SECTOR | 522,900 | $39.6M |
| OSVEUR VANECK VECTORS OIL SERVICES | 1,565,100 | $39.4M |
| TWENTY FIRST CENTY FOX INC | 557,800 | $25.8M |
| HD HOME DEPOT INC | 123,400 | $25.6M |
| TMUS T-MOBILE US INC | 359,800 | $25.3M |
| QCOM QUALCOMM INC | 347,300 | $25.0M |
| ALXN ALEXION PHARMACEUTICALS INC | 148,000 | $20.6M |
| EA* ELECTRONIC ARTS INC | 130,970 | $15.8M |
| BURL BURLINGTON STORES INC | 87,600 | $14.3M |
| GWPH GW PHARMACEUTICALS LTD | 62,100 | $10.7M |
| CVE CENOVUS ENERGY INC | 986,300 | $9.9M |
| PTLAEUR PORTOLA PHARMACEUTICALS INC | 347,700 | $9.3M |
| ITCIEUR INTRA-CELLULAR THERAPIES INC | 296,986 | $6.4M |
| SPLKCHF SPLUNK INC | 48,100 | $5.8M |
| KSUEUR KANSAS CITY SOUTHERN | 39,380 | $4.5M |
| META META PLATFORMS INC-CLASS A | 21,600 | $3.6M |
| MA MASTERCARD INC - A | 13,980 | $3.1M |
| STMP STAMPS.COM INC | 12,930 | $2.9M |
| HLT HILTON WORLDWIDE HOLDINGS IN | 24,600 | $2.0M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 4,500 | $1.0M |
| BAC BANK OF AMERICA CORP | 900 | $27K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.